JUSA vs LCLG

JUSAAJPMorgan U.S. Research Enhanced Large Cap ETF

LCLGDLogan Capital Broad Innovative Growth ETF

In short

JUSA Active stock picking in index clothing: J.P. Morgan analysts tilt roughly 300 large caps while sector weights and risk stay close to the S&P 500, for 0.18% a year with no waiver attached.

LCLG A Philadelphia-area stock shop's flagship growth list in ETF form: an unbenchmarked, hand-picked large-cap growth portfolio at 0.85%, converted from a mutual fund in 2022 and renamed back to Large Cap Growth in 2026.

Stated mandate

JUSA The fund seeks capital appreciation through active, fundamental, bottom-up selection of large-cap U.S. equities. It targets companies with strong long-term earnings potential and attractive valuations relative to peers.

LCLG Seek long-term capital appreciation by investing primarily in large-capitalization U.S. equity companies whose innovative or cutting-edge technologies or ideas may create competitive advantages and support durable earnings growth.

Why people hold it

• JUSA 0.18% a year with no waiver propping it up, below its category median. GUSE charges 0.30% and LRGC 0.39% for similar enhanced-index work; FELG ties it at 0.18%.
• Active where it counts, plain where it doesn't: bottom-up stock picks across roughly 300 large caps, with sector mix and risk profile kept close to the S&P 500.jpmorgan.com
• Stands among the strongest implementations in a 90-fund peer group of active large-cap funds, helped by a low fee and tightly managed risk.

• LCLG Actively run with no index to hug: holdings come from a three-part screen (top-down macro, fundamental research, technical confirmation), not a rules file.sec.govsec.gov 2
• The record predates the wrapper. LCLG is the accounting and performance survivor of a 2012-vintage Logan mutual fund that became an ETF in August 2022.sec.gov
• Not a side project: Logan Capital has been running this large-cap growth strategy since 1997, and the founding principals co-manage the growth portfolios.logancapital.comlogancapital.com 2

Worth knowing

• JUSA Launched in March 2025, so there is only a short live record on this ticker to judge.
• Moderately traded rather than a volume monster, so spreads can run wider than the giant index funds', especially in fast markets.
• Tracking the S&P 500's sector weights limits how far results can stray from the benchmark in either direction. This is a nudge on the index, not a different bet.jpmorgan.com

• LCLG At 0.85%, the fee sits above the category median and well above enhanced-index peers like JUSA and FELG at 0.18%. Stock picking carries that cost.
• Thinly traded and small by ETF standards, so spreads can be wider; limit orders matter more here than in a mega-fund.
• US large caps are the core, but the prospectus allows up to 20% in foreign issuers, including emerging markets. The mandate is appreciation, not income.sec.gov

Full JUSA profile⁠

Full LCLG profile⁠